"...Western Mining Co, China's second-largest lead miner, on Wednesday lowered its lead and zinc production forecast for 2008 after falling zinc concentrate prices cut first-half profits etc etc etc......."
Stocks I like with Zn exposure:
- Fortuna Silver (FVI.v), though it's really a silver play, and 45% of its zinc and lead production is already hedged in the $1.10 to $1.20 range.
- Breakwater (BWR.to). Any zinc pop will really benefit BWR, as talk of mothballing its mine(s) will disappear.
- Farallon (FAN.to) Zinc and other metals in Mexico, commissioning starts this quarter.
- Vena Resources (VEM.to). Its Azulcocha Zinc/Lead/Silver mine due open in November. Very cheap right here.